Forum Private Client Group LLC J P Morgan Exchange Traded Fd Transaction History

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025

A detailed history of Forum Private Client Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Forum Private Client Group LLC holds 567,356 shares of JCPB stock, worth $26.4 Million. This represents 11.58% of its overall portfolio holdings.

Number of Shares
567,356
Previous 539,174 5.23%
Holding current value
$26.4 Million
Previous $24.8 Billion 7.44%
% of portfolio
11.58%
Previous 11.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$45.56 - $47.23 $1.28 Million - $1.33 Million
28,182 Added 5.23%
567,356 $26.7 Billion
Q4 2024

Feb 13, 2025
BUY
$46.07 - $48.17 $1.68 Million - $1.75 Million
36,363 Added 7.23%
539,174 $24.8 Billion
Q3 2024

Nov 12, 2024
BUY
$45.87 - $48.53 $1.67 Million - $1.76 Million
36,309 Added 7.78%
502,811 $24.3 Billion
Q2 2024

Aug 13, 2024
BUY
$45.27 - $46.67 $2.27 Million - $2.34 Million
50,174 Added 12.05%
466,502 $21.6 Billion
Q1 2024

May 15, 2024
BUY
$46.0 - $47.18 $3.08 Million - $3.15 Million
66,866 Added 19.13%
416,328 $19.4 Billion
Q4 2023

Jan 19, 2024
BUY
$43.49 - $47.47 $15.2 Million - $16.6 Million
349,462 New
349,462 $16.5 Billion
Q2 2023

Aug 02, 2023
BUY
$46.41 - $47.75 $5.39 Million - $5.54 Million
116,066 Added 119.45%
213,230 $9.93 Million
Q1 2023

May 15, 2023
BUY
$45.84 - $47.89 $4.45 Million - $4.65 Million
97,164 New
97,164 $4.6 Million

Others Institutions Holding JCPB

# of Institutions
369
Shares Held
115M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
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